Asset Allocation
University of Michigan Endowment Returns 8.93% in Fiscal 2024
The university’s investment portfolio grew by $1.3 billion during the year, reaching $19.2 billion.
Tag: National Association of College and University Business Officers
Alternatives
How Endowments and Foundations Can Energize Flagging Returns
A better assessment of risk and active management can turn things around, says a report from NACUBO and Nuveen.
Regulation
IRS, Treasury Soften Blow of Endowment Tax
NACUBO welcomes rule changes but still opposes tax, which it says diminishes resources for students.
Regulation
White House Regulatory Office Reviews Endowment Tax
Universities have called for the removal of the 1.4% excise tax, which they say hurts financial aid.
Asset Allocation
Study: Endowments Have Underperformed Passive Portfolios for 58 Years
New research finds a 60/40 passive benchmark has outperformed the average endowment over nearly six decades.
Coronavirus - COVID-19
Endowments Weather Pandemic Better Than in Great Recession
Larger endowments outperform smaller ones due to less US equity exposure.
Manager Selection
Legislators Urge Endowments to Boost Asset Manager Diversity
NACUBO says Congress members are preaching to the choir.